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Bot Templates

1 min read

Create Flows/Bots #

You can create a blank flow or install a flow/subflow from a template.

To visit Omni template store, go Dashboard – Template Store. You will need to connect to a channel before you install a template.

Create Templates #

A template is created from one of your existing flows and the flow thereafter becomes the source flow of the template.

WARNING

Source flow is important if you need to edit/update the template in the future. Make sure you keep and mark it safely. If you accidentally delete it, you cannot edit the template anymore. Try to unlock and install the template to be a new source flow and re-create a template with that source flow.

create template

Follow steps 1, 2 and 3 above, then select a source flow from the existing flows.

choose flow

If you are creating a subflow template, select some subflows on this page, otherwise, fill in necessary template fields here:

edit content

Give descriptions for template fields like manager email, restaurant address/contact, etc. Also, provide default values if needed.

give a name

Finally, name the template and that’s it! 😊

TIP

All contents in a flow template will replace whatever you have in a current flow/bot, while contents in a subflow template will be added to your current flow/bot in a folder.

Edit Templates #

edit template

Click “Share” to adjust who can see this template:

template settings

If you are sharing the template, click “Edit Info” to give your template an overview, guidelines, tags, live demo, YouTube link and cover image:

template settings

To update the template, you will need to go back to the source flow in “All Bots”, edit it and come back to click “Update Flow” here. The system will list the differences between the old version and the updated version.

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